Client Manager

Company: Standard Chartered
Location: New York
Posted on: March 19, 2023

Job Description:

The Role Responsibilities The Client Manager is the pivotal relationship in the Client Delivery team responsible for delivering exceptional client account management. The Client Manager is responsible for proactively managing the client account on all day to day maintenance activities to ensure the highest level of client service and relationship health. The Client Manager will support the GAMs on an aligned client portfolio to ensure strong client delivery execution. Business Provide direct support to the GAM for the assigned client portfolio as follows: Ensure the highest level of client service and risk mitigation through proactive client account management support with client on-boarding (liaising with IMO), credit monitoring (liaising with CA COE) and flow maintenance Actively engage and collaborate with Clients, GAMs and Product Partners to understand and respond to any issues/concerns relating to the ongoing account maintenance including highlighting any unusual utilization patterns to coverage teams. Provide proactive support on account maintenance activities like documentation, reporting etc by engaging and collaborating with the client, IMO, CA, MDU, Legal and Compliance and relevant ops teams as required to ensure the clients expectations are met or exceeded Escalate issues/concerns relating to account maintenance activities to the CM Team Lead for follow up as relevant Documentation: Credit (existing deals - Renewals/Amendments) & Other Liaise with Legal & Compliance, IMO, CDU and Clients on standard documentation processes Obtain necessary approvals for T&C deviations on standard docs from the relevant authoriser as necessary Follow through to ensure documentation completion and validate limits are correctly loaded/reflected in TP systems Ensure document deficiencies are minimised (as reflected in DDW etc) and are rectified in a timely manner Liaise with COBAM/GAM if required on CDD related items Account Management & Portfolio Quality Ensure general portfolio hygiene of client data from a quality control perspective i.e. correct client tagging, limit information, segment classification etc in SCI, WorkBench. Annotate on past dues and excesses daily in the portfolio. Ensure excesses/past dues are regularized on time and cash/cheques are released on time. Any exceptions to be highlighted to CA and GAM/FAM. Review and follow up on Unsettled (FX) Past Due Trades reports & Failed trades reports with Operations Support Loan Drawdown, Cash Management, Trade Offerings & Audit Confirmations Manage any client related data queries and remediation efforts, including first level escalations on account maintenance activities Seek transactional approvals as necessary (ie trade, cash) and release trade offerings on time to ensure faster TAT on trade transactions. Attend EAR/ASTAR Review meetings as appropriate and participate in relevant business meetings, forums or committees as required. Provide support on other projects as assigned ie CIB Client Surveys, other business initiatives Support Network Delivery through documentation facilitation (passporting) Arrange for stock inspections/valuations as required Processes Ensure adherence to all internal/regulatory policies & regulations Co-ordinate with Ops/GSSC to rectify any ops related issues which can be resolved locally and issue Standard Instruction Form (SIFs) wherever required within authority Risk Management Be proactive in ensuring compliance with Bank policies and procedures and lead preparation of client files for audit purposes Governance Responsible for assessing the effectiveness of the Group's arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Responsible for delivering 'effective governance'; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner Regulatory & Business Conduct Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the US, GB XXXX team to achieve the outcomes set out in the Bank's Conduct Principles : [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Adhere to local regulator prescribed responsibilities and Rationale for allocation Key Stakeholders Internal: Senior Banker/Banker for designated portfolio Credit Analyst for designated portfolio Product partners for designated portfolio Key functional partners ie IMO, Credit, LDU, Legal, Compliance, Product Ops (Trade, Cash, FMO etc), Finance, Marketing CM Team Lead Segment Leadership team External: Clients Legal firms, Audit Market Data Services providers Other Responsibilities Embed Here for good and Group's brand and values in US XXXXX team Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures. Our Ideal Candidate Bachelor degree in Banking or Finance preferred. Ideally 3+ years experience in banking or other relevant environment Risk & AML certified as stipulated by Bank policy for Client Manager role Languages: English and/or local language skills as relevant to country requirements Role Specific Technical Skills And Competencies LEADERSHIP COMPETENCIES Spot Opportunities Solve Problems Take the Lead Build Resilience Collaborate Communicate Deliver Sustainably Achieve Results TECHNICAL COMPETENCIES Manage Conduct Risk Management and Internal Controls (SIF) Business - Strategy and Business Model (SIF) Business - Market Knowledge (SIF) Business - Products and Processes Business - Business Partnering Business - Process Management Risk Management - C&I Credit Risk Sales - Relationship Management Information Systems - Applications & PC Skills About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do. Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well. Be better together, we can be ourselves, be inclusive, see more good in others and work collectively to build for the long term. In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits. A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website www.sc.com/careers Expected annual base pay range for the role is $83,000 to $138,000. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations.

Keywords: Standard Chartered, New York , Client Manager, Executive , New York, New York